Reporting

General

• Download All Reports Here!
• What to do if you delete a system report from Centerbase.
• Report Homepage
• Creating and Editing Basic Reports

Reports Manager

• Customizing Reports Tabs
• Setting Report Permissions
• Importing and Exporting Reports
• Reports Manager Overview

Accounting Reports

• Line of Credit Report
• 1099 Vendors Report
• General Ledger Report
• Balance Sheet
• Accounts Payable Report
• Payments by Case Code Report

See all 7 articles

Specific Reports

• WIP - AR - Trust Report
• Time Entries Report
• Expenses Report
• Invoice Payment/Credit History
• Monthly Productivity Report
• Matter Dashboard Report

See all 12 articles

Creating Custom Reports and Custom Stored Procedures

• 1 - Using SQL Stored Procedures to Create Custom Reports
• 2 - Custom Report Filter Conditions
• Closed Case Analysis - SimplePareto
• Payment Allocations